Our Philosophy

At Schoen Financial Advisors, we ignore the media hype and noise. We’re not interested in what stock is hot today. Our philosophy mirrors that of Nobel-Prize-winning economist Eugene Fama and his team at Dimensional Fund Advisors. During decades of research, their economists and statisticians examined real-world data to determine that long-term investing — or limiting buy and sell activity in favor of a long-term strategy — actually yields higher results over time than active investing. Despite much propaganda to the contrary, current data continues to support their research.

Because we believe in hard evidence, we encourage our clients to take the long-view when it comes to wealth planning. We work together with new clients to understand what they hope to achieve, and we help them create realistic, obtainable goals to meet short and longer-term objectives. When we clearly understand their position and investing style, we recommend strategies that are based on the best research available, generated by statisticians and economists using years and years of empirical data. Our clients know their money is positioned for long-term growth, so they don’t have to sweat the ups and downs of the stock market. What’s more, they can focus on the life they want to live now, while patiently working toward the life they hope to have in the future.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2017 FMG Suite.

Securities and advisory services offered through Registered Representatives of Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity.

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